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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$643M
3
+$588M
4
MDT icon
Medtronic
MDT
+$505M
5
WDAY icon
Workday
WDAY
+$497M

Top Sells

1
+$1.51B
2
+$1.13B
3
+$976M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$803M
5
CVX icon
Chevron
CVX
+$688M

Sector Composition

1 Technology 22.19%
2 Financials 11.45%
3 Industrials 8.31%
4 Consumer Discretionary 8.01%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5251
$232K ﹤0.01%
159,974
+46,769
5252
$231K ﹤0.01%
1,439
+44
5253
$231K ﹤0.01%
7,655
-245
5254
$230K ﹤0.01%
40,134
-56,219
5255
$230K ﹤0.01%
10,157
+188
5256
$230K ﹤0.01%
15,626
-107,846
5257
$229K ﹤0.01%
21,436
-8,067
5258
$229K ﹤0.01%
26,481
-60,065
5259
$228K ﹤0.01%
309,222
+41,685
5260
$228K ﹤0.01%
7,700
+500
5261
$228K ﹤0.01%
22,630
-5,013
5262
$228K ﹤0.01%
50,090
-1,726
5263
$228K ﹤0.01%
65,399
+23,981
5264
$227K ﹤0.01%
2,635
-3,922
5265
$227K ﹤0.01%
28,980
+2,124
5266
$227K ﹤0.01%
+6,377
5267
$227K ﹤0.01%
37,293
+31,295
5268
$226K ﹤0.01%
+5,000
5269
$226K ﹤0.01%
17,381
-10,116
5270
$226K ﹤0.01%
4,301
-899
5271
$225K ﹤0.01%
6,636
-3,233
5272
$225K ﹤0.01%
34,571
+13,070
5273
$223K ﹤0.01%
59,119
-617,654
5274
$223K ﹤0.01%
+2,686
5275
$223K ﹤0.01%
31,771
-53,387
209 210
211
212 213